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DLSDLS
30 quarters

Position history for Allworth Financial LPAllworth Financial LP's holdings in WISDOMTREE TR

Allworth Financial LP holds 21,499 shares of DLS (WISDOMTREE TR), worth $1.8M as of 2026-Q2. The position was decreased (-16.5% shares). DLS represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$1.8M

Current Shares

21,499

Total Value Change

+$938,425

Total Shares Change

+8,380

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
21,499
-16.5%
$1.8M0.0%$83.79
0
2026-Q1
Decreased
25,745
-6.9%
$2.1M0.0%$85.43
0
2025-Q4
Decreased
27,648
-3.3%
$2.2M0.0%$81.25
0
2025-Q3
Decreased
28,583
-1.3%
$2.3M0.0%$78.29
0
2025-Q2
Decreased
28,965
-1.1%
$2.2M0.0%$73.43
0
2025-Q1
Decreased
29,291
-2.7%
$2M0.0%$64.38
0
2024-Q4
Decreased
30,090
-10.9%
$1.9M0.0%$60.37
0
2024-Q3
Decreased
33,757
-3.3%
$2.3M0.0%$65.36
0
2024-Q2
Decreased
34,902
-6.8%
$2.3M0.0%$59.68
0
2024-Q1
Decreased
37,435
-3.7%
$2.4M0.0%$60.28
0
2023-Q4
Decreased
38,870
-5.1%
$2.5M0.0%$58.62
0
2023-Q3
Decreased
40,942
-9.0%
$2.4M0.0%$52.39
0
2023-Q2
Decreased
44,984
-13.1%
$2.7M0.0%$53.19
0
2023-Q1
Decreased
51,766
-4.3%
$3.2M0.0%$53.98
0
2022-Q4
Decreased
54,086
-13.2%
$3.1M0.0%$50.82
0
2022-Q3
Decreased
62,301
-11.6%
$3.2M0.0%$44.65
0
2022-Q2
Decreased
70,471
-10.2%
$4.1M0.1%$50.32
0
2022-Q1
Decreased
78,447
-2.4%
$5.4M0.1%$58.21
0
2021-Q4
Decreased
80,354
-12.2%
$5.9M0.1%$61.36
0
2021-Q3
Decreased
91,525
-12.8%
$6.8M0.1%$61.37
0
2021-Q2
Decreased
104,960
-8.1%
$7.8M0.1%$61.48
0
2021-Q1
Decreased
114,216
-14.0%
$8.3M0.2%$58.61
0
2020-Q4
Decreased
132,820
-82.2%
$9M0.2%$55.12
0
2020-Q3
Decreased
747,526
-11.0%
$44.8M1.3%$47.99
0
2020-Q2
Increased
839,579
+3.6%
$46.7M1.4%$44.37
48
2020-Q1
Increased
810,300
+59.5%
$38.9M1.3%$38.14
66
2019-Q4
Increased
508,066
+9.0%
$36.1M1.3%$55.48
50
2019-Q3
Increased
466,218
+20.3%
$29.6M1.1%$49.13
54
2019-Q2
Increased
387,660
+2854.9%
$25.2M1.0%$50.20
65
2019-Q1
New
13,119
-
$863,0000.0%$49.90
34

Other major holders of DLS: Steward Partners Investment Advisory, LLC, Savant Capital, LLC

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